Dynamics 365 Accountant Portal on a Phone

I already wrote about using Accountant Portal in Dynamics 365 for Financials. And now just imagine if you are accountant and your client call you about some very important information when you are out of office. Generally you have your phone in your pocket in almost all situation and as we know we have Dynamics NAV/365 App for iPhone, Android and WP.

Good information is that when you installed Accountant Portal extension, it is available on a Phone Client as well. And you will have the same features.

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You will see the same basic information on a Phone Client as on the Web Client. When you click on your client, you will see more detailed information on whole page. and if you want to work with your client, system will continue opening your client instance.

Because you can run it not only from Phone Client, system will offer you to open it with your App and then you can continue with standard using Phone Client and all standard features. But depends of your phone, you have a link to check if your device is supported and to download App if you already didn’t.

Very easy and absolutely in the spirit of ‘Cloud first, mobile first’.

Working with Dynamics 365 Clients from Accountant Portal

In my previous post, I’ve describer how to install and start with Accountant Portal in Dynamics 365 for Financials (…and Operation Business Edition), but now I want to continue this story.

First, when you want to add a new client, you can do it from your home page. Just click on Manage Clients action and then choose some of your existing clients or add new one clicking on New. If you want to create new one, minimum what you must to do is to add a name and Client URL, where you need to enter the URL destination for your client’s instance for your client D365 system (just basic part of URL: https://XXXXXX.financials.dynamics.com).

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When you finish it, close the page and click on Client Summary -> Redisplay All Companies, and new company will appear on your home page.

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The basic information on your home page about companies you manage are:

  • Company names
  • Cash Account Balances
  • Overdue Purchase Invoice Amounts
  • Overdue Sales Invoice Amounts

If you need more information or if you want to do something directly in one of the company, you need to click on a Company Name or on Client Summary -> Go To Client.

If you are registered user in this client database, you will open it, but if you are not, system will ask to type your new credentials. After you finish with this, new database will be opened in new window and you can continue with work.